SLRC · NASDAQ · Asset Management

SLR Investment (SLRC)

Directly originates senior secured loans for U.S. private middle-market companies.

$11.81
vs last close−0.14 (−1.21%)

13F · 13D/G · Form 4

Institutions32.89%17.94M shares
128 holders · as of Jun 30, 2026
Insiders21.43%11.69M shares
4 holders · as of Sep 11, 2026
Other45.68%24.92M shares
remainder

54.55M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Bruce J. SpohlerInsiderdirector, officer: See Remarks
13.38%7.30Mfiled Mar 17, 2026
Thornburg Investment Management IncInstitution
8.63%4.71Mas of Jun 30, 2026
Michael S. Gross1Insiderdirector, officer: See Remarks
8.02%3.41Mfiled Sep 11, 2026
JPMorgan Chase & CoInstitution
2.29%1.25Mas of Jun 30, 2026
Van Eck Associates CorpInstitution
2.02%1.10Mas of Jun 30, 2026
UBS Group AGInstitution
1.13%614,510as of Jun 30, 2026
Aristotle Capital Boston, LLCInstitution
1.13%613,753as of Jun 30, 2026
Franklin Resources IncInstitution
1.01%549,089as of Jun 30, 2026
Muzinich & Co., Inc.Institution
1.00%544,210as of Jun 30, 2026
Condor Capital ManagementInstitution
0.85%462,362as of Jun 30, 2026
Legal & General Group PLCInstitution
0.82%446,125as of Jun 30, 2026
Sumitomo Mitsui Trust Group, Inc.Institution
0.70%381,476as of Jun 30, 2026
Morgan StanleyInstitution
0.67%366,907as of Jun 30, 2026
Commonwealth Equity Services, LLCInstitution
0.66%360,603as of Jun 30, 2026
Ensign Peak Advisors, IncInstitution
0.65%354,452as of Jun 30, 2026
Epiq Partners, LLCInstitution
0.64%349,772as of Jun 30, 2026
Clear Harbor Asset Management, LLCInstitution
0.62%339,975as of Jun 30, 2026
Raymond James Financial IncInstitution
0.61%331,948as of Jun 30, 2026
Trexquant Investment LPInstitution
0.49%264,976as of Jun 30, 2026
Intrepid Family Office LLCInstitution
0.44%240,000as of Jun 30, 2026
Advisors Asset Management, Inc.Institution
0.43%232,891as of Jun 30, 2026
Royal Bank of CanadaInstitution
0.43%231,903as of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.41%225,258as of Jun 30, 2026
BlackRock, Inc.Institution
0.37%203,141as of Jun 30, 2026
SEI Investments CoInstitution
0.35%190,034as of Jun 30, 2026
  1. Michael S. Gross's transaction reports restate only vehicles that traded; the 2022 ownership statement (3.41M) plus the 961.7K net shares acquired since is used instead.

13F, as of Jun 30, 2026

128 holders · 17.94M shares · 28 new positions · 67 increased · 36 reduced · 27 closed

HolderShares% outstandingChg q/qFiled
Thornburg Investment Management Inc4.71M8.63%+75.3KAug 13, 2026
JPMorgan Chase & Co1.25M2.29%−14.0KAug 12, 2026
Van Eck Associates Corp1.10M2.02%+219.1KAug 14, 2026
UBS Group AG614.5K1.13%+45.3KAug 13, 2026
Aristotle Capital Boston, LLC613.8K1.13%−141.4KAug 14, 2026
Franklin Resources Inc549.1K1.01%−19.3KAug 13, 2026
Muzinich & Co., Inc.544.2K1.00%+5.4KJul 27, 2026
Condor Capital Management462.4K0.85%+107.5KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Thornburg Investment Management8.01%4.37M13GFeb 19, 2026
Thornburg Investment Management Inc8.01%4.37M13GFeb 6, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 10, 2026
Michael S. Grossdirector, officer: See Remarks
Purchase20,000$12.354,065,153
May 12, 2026
Michael S. Grossdirector, officer: See Remarks
Purchase10,000$13.094,035,153
May 13, 2026
Michael S. Grossdirector, officer: See Remarks
Purchase10,000$13.104,045,153
Mar 13, 2026
Michael S. Grossdirector, officer: See Remarks
Purchase25,000$13.914,014,701
Mar 16, 2026
Michael S. Grossdirector, officer: See Remarks
Purchase10,452$13.904,025,153
Mar 3, 2026
Bruce J. Spohlerdirector, officer: See Remarks
Purchase89,800$14.733,812,958
Mar 4, 2026
Bruce J. Spohlerdirector, officer: See Remarks
Purchase15,019$14.833,827,977
Mar 3, 2026
Michael S. Grossdirector, officer: See Remarks
Purchase89,800$14.733,974,682
Mar 4, 2026
Michael S. Grossdirector, officer: See Remarks
Purchase15,019$14.833,989,701

House and Senate disclosures

Not reported.